Wednesday, 7 June 2017

Why Many Clients Still Don’t Trust Their Financial Advisor

Your new financial advisor has a well-decorated office, a firm handshake, and a bright smile. After an hourlong meeting, you leave with what you think is a state-of-the-art investment portfolio. You feel financially secure, taken care of. It’s also possible you’ve made a huge mistake. The White House under President Obama estimated that Americans lose

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